AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$697M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
994
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.58M
3
+$1.55M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$603K
5
ENB icon
Enbridge
ENB
+$565K

Top Sells

1
+$1.71M
2
+$1.35M
3
+$881K
4
UNH icon
UnitedHealth
UNH
+$852K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$658K

Sector Composition

1 Healthcare 14.81%
2 Technology 12.44%
3 Financials 11.02%
4 Industrials 8.59%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$258K 0.04%
805
+68
302
$258K 0.04%
4,954
-410
303
$255K 0.04%
6,782
+750
304
$254K 0.04%
820
305
$253K 0.04%
3,150
306
$252K 0.04%
2,886
+10
307
$251K 0.04%
1,456
-479
308
$250K 0.04%
8,655
309
$248K 0.04%
1,394
310
$246K 0.04%
5,955
311
$245K 0.04%
1,222
+19
312
$245K 0.04%
4,855
-179
313
$244K 0.03%
2,991
-10
314
$243K 0.03%
3,175
+50
315
$243K 0.03%
21,039
-1,052
316
$240K 0.03%
2,060
317
$236K 0.03%
279
318
$232K 0.03%
3,279
319
$227K 0.03%
2,178
320
$225K 0.03%
2,461
321
$221K 0.03%
1,650
322
$221K 0.03%
2,875
323
$221K 0.03%
6,112
324
$221K 0.03%
1,832
+5
325
$219K 0.03%
14,375
11 12
13
14 15